Service Fusion
Field service management API for service contractors — read and create customers, jobs, estimates, invoices, techs, equipment, and reference data.
Three ways to use Service Fusion
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Service Fusion.
Create Customer
Create a new customer record with optional contacts, locations, and custom fields.
Create Estimate
Create a new estimate for a customer with schedule, location, and line-item details.
Create Job
Create a new job for an existing customer with schedule, location, and line-item details.
Get Authorized User
Return information about the user associated with the current access token.
Get Calendar Task
Retrieve a single calendar task by ID.
Get Crew
Retrieve a single crew by ID.
Supported triggers
Start a workflow when something happens in Service Fusion.
New Job in Service Fusion
Triggers when a new job is created in Service Fusion.
New Estimate in Service Fusion
Triggers when a new estimate is created in Service Fusion.
New Customer in Service Fusion
Triggers when a new customer is created in Service Fusion.
New Invoice in Service Fusion
Triggers when a new invoice is created in Service Fusion.
Get started automating Service Fusion
Ready-to-use workflows
Prompts using Service Fusion
Weekday morning dispatch digest for field service crews
Every weekday at 7am, post each technician's route to Slack in start-time order so crews and dispatchers see the day's plan before they clock in.
Turn HubSpot quote requests into Service Fusion customers
The moment a HubSpot quote request lands, create the matching Service Fusion customer and ping Slack so a dispatcher can call within minutes.
Weekly past-due invoice reminders for Service Fusion
Every Monday morning, we chase overdue Service Fusion invoices with personalized reminder emails from your Gmail and drop a recap in Slack.
Follow up on stale Service Fusion estimates twice a week
Every Tuesday and Thursday morning, send personalized follow-up emails on Service Fusion estimates that customers have gone quiet on.